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Portfolio (Quarterly) Guide ↗

Odyssean, LLC

· CIK 0002092853
13F Portfolio $615M AUM 485 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 485 New
Page 24 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TRDA ENTRADA THERAPEUTICS INC Healthcare 31,305.0 $230K 0.04% NEW $7.36 +2.9%
462 LLY ELI LILLY & CO Healthcare 190.0 $228K 0.04% NEW $1199.43 +4.6%
463 RPAY REPAY HLDGS CORP Technology 53,862.0 $226K 0.04% NEW $4.20 -4.5%
464 NE NOBLE CORP PLC Energy 6,056.0 $226K 0.04% NEW $37.30 +24.0%
465 Q QNITY ELECTRONICS INC Technology 1,382.0 $226K 0.04% NEW $163.31 -21.1%
466 VOYA VOYA FINANCIAL INC Financial Services 2,489.0 $225K 0.04% NEW $90.53 +8.0%
467 CE CELANESE CORP DEL Basic Materials 4,889.0 $225K 0.04% NEW $46.00 +1.7%
468 M MACYS INC Consumer Cyclical 9,444.0 $222K 0.04% NEW $23.55 -3.1%
469 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,893.0 $221K 0.04% NEW $76.40 +5.1%
470 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 580.0 $221K 0.04% NEW $380.37 -29.9%
471 GIC GLOBAL INDUSTRIAL COMPANY Industrials 6,492.0 $217K 0.04% NEW $33.46 +17.9%
472 PLPC PREFORMED LINE PRODS CO Industrials 526.0 $216K 0.04% NEW $410.56 +4.6%
473 APLD APPLIED DIGITAL CORP Technology 5,780.0 $216K 0.04% NEW $37.30 -27.1%
474 COFS CHOICEONE FINANCIA Financial Services 6,259.0 $213K 0.04% NEW $34.00 -2.5%
475 WLK WESTLAKE CORPORATION Basic Materials 2,903.0 $212K 0.03% NEW $73.00 +8.1%
476 BRT BRT APARTMENTS CORP Real Estate 13,500.0 $207K 0.03% NEW $15.37 -5.3%
477 GTN GRAY MEDIA INC Communication Services 51,961.0 $206K 0.03% NEW $3.97 +24.4%
478 DNOW DNOW INC Energy 15,667.0 $203K 0.03% NEW $12.97 +20.9%
479 DCOM DIME COML BANCSHARES INC Financial Services 4,985.0 $203K 0.03% NEW $40.65 -0.5%
480 JCI JOHNSON CONTROLS INTERNATION Industrials 1,381.0 $202K 0.03% NEW $146.11 -2.1%
Page 24 of 25  ·  485 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.7%
Financial Services 17.8%
Healthcare 16.9%
Real Estate 7.6%
Industrials 7.0%
Consumer Cyclical 6.5%
Utilities 6.1%
Energy 4.6%
Communication Services 4.5%
Consumer Defensive 4.4%